Purpose
This process allows you to manually create allocation rules and model allocation rules.
The allocation rule generation process provides you with an additional option of creating allocation rules. In this process, the system generates allocation rules using data from the Retail Information System (RIS).
Allocation rules allow you to process allocation tables with a high degree of automation and standardization. This is possible when stock of a particular article is always split up among certain sites or groups of sites in the same relative proportions.
The allocation rule defines the sites or site groups among which stock is to be split. An allocation rule can also be assigned to a particular article or merchandise category or merchandise category hierarchy level. In this case the system checks in the allocation table whether the article in the item has been assigned directly or via the merchandise category hierarchy.
Model allocation rules are a special kind of allocation rule. They support allocation rule generation: you group together sites in base site groups (allocation categories) according to a number of key figures and using an existing model allocation rule. The number of allocation categories to be created as well as the quotas valid for the sites in an allocation category are taken from the model allocation rule.
Process Flow
You also enter base site groups and site quotas.
You also enter a merchandise category or merchandise category hierarchy level or an article, plus allocation categories and their quotas. You flag the allocation rule as a model allocation rule.
Notes and Remarks
Allocation rules can be created with or without the (base) site group referencing the Classification system. If the Classification System is referenced, you must have maintained the appropriate base site group structure. A model allocation rule is always created without referencing the Classification System, since "allocation categories" are used here.